KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.32B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.32B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$53.7M
3
+$52.4M
4
ISRG icon
Intuitive Surgical
ISRG
+$48.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$44.9M

Top Sells

1
+$48.2M
2
+$47.8M
3
+$47.6M
4
BKNG icon
Booking.com
BKNG
+$38.2M
5
COF icon
Capital One
COF
+$35.6M

Sector Composition

1 Technology 12.82%
2 Financials 4.93%
3 Consumer Discretionary 4.18%
4 Healthcare 3.86%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
376
CME Group
CME
$92.5B
$3.55M 0.05%
12,016
+5,033
EMR icon
377
Emerson Electric
EMR
$79.6B
$3.53M 0.05%
26,907
-56,743
JPIE icon
378
JPMorgan Income ETF
JPIE
$9.07B
$3.52M 0.05%
76,373
-41,240
URA icon
379
Global X Uranium ETF
URA
$6.99B
$3.48M 0.05%
71,881
-133,181
PH icon
380
Parker-Hannifin
PH
$110B
$3.47M 0.05%
3,881
+1,575
CGNG
381
Capital Group New Geography Equity ETF
CGNG
$2.36B
$3.46M 0.05%
109,707
+4,263
WTS icon
382
Watts Water Technologies
WTS
$10.5B
$3.45M 0.05%
11,873
+1,555
OKE icon
383
Oneok
OKE
$56B
$3.44M 0.05%
38,026
+537
SHOP icon
384
Shopify
SHOP
$151B
$3.42M 0.05%
28,864
-3,413
INTC icon
385
Intel
INTC
$562B
$3.42M 0.05%
77,489
+3,151
HTRB icon
386
Hartford Total Return Bond ETF
HTRB
$2.28B
$3.41M 0.05%
100,919
+36,162
VTEB icon
387
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43B
$3.37M 0.05%
67,634
+6,924
THG icon
388
Hanover Insurance
THG
$6.54B
$3.37M 0.05%
+19,441
JNK icon
389
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.66B
$3.37M 0.05%
35,199
-919
WM icon
390
Waste Management
WM
$87.9B
$3.36M 0.05%
14,622
-8
RPM icon
391
RPM International
RPM
$13.3B
$3.32M 0.05%
33,434
+6
PII icon
392
Polaris
PII
$3.92B
$3.32M 0.05%
60,933
+6,842
AEP icon
393
American Electric Power
AEP
$69.5B
$3.32M 0.05%
25,322
+205
SPIB icon
394
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$3.31M 0.05%
98,797
+1,667
BKLN icon
395
Invesco Senior Loan ETF
BKLN
$7.2B
$3.29M 0.05%
161,344
-133,091
PVAL icon
396
Putnam Focused Large Cap Value ETF
PVAL
$11.2B
$3.26M 0.04%
70,291
+45,777
IGV icon
397
iShares Expanded Tech-Software Sector ETF
IGV
$16.1B
$3.25M 0.04%
40,645
+38,581
HEFA icon
398
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.18B
$3.24M 0.04%
76,273
-2,489
EW icon
399
Edwards Lifesciences
EW
$50.4B
$3.23M 0.04%
40,353
+149
JXN icon
400
Jackson Financial
JXN
$7.39B
$3.22M 0.04%
30,415
-929
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